By understanding the unique challenges families with special needs children face, you can help them prepare for their financial future with a personalized estate plan.

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Life Insurance is an important tool used in Special Needs planning.  The death benefit can provide a family the peace of mind in the care of a child with special needs if an unexpected event happens to a parent or caregiver.  Be sure to review the resources below to learn more.

One important component of Special Needs planning involves a corporate trustee.  Securian Financial can bring a unique partner into the client’s planning with the Securian Trust Company and their expertise in planning for children with special needs.  Securian Trust Company is a federally regulated bank.  Please see the attached datasheet on the trust company.

 

Contact a member of the 3 Mark Sales or Marketing Team for more information at 888-533-6275. 

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